FinTrust Capital Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

FinTrust Capital Advisors’s Portfolio CGMU Stock Details CGMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$241K	Buy	+8,782	New	+$239K	0.04%	277

Other funds holding CGMU

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FinTrust Capital Advisors's CGMU Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Capital Group Municipal Income ETF (CGMU) in Q3 2024: 8,782 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #277 among its holdings.

153 funds tracked by Wall St. Rank hold CGMU as of Q3 2024.

FinTrust Capital Advisors held 8,782 shares of Capital Group Municipal Income ETF worth $241K as of Q3 2024.
Capital Group Municipal Income ETF was a new FinTrust Capital Advisors position in Q3 2024.
Capital Group Municipal Income ETF made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #277 holding.
153 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.